Key Responsibilities
- Analyse business needs, investment-domain problems, processes, and system behaviour across the range of the company’s products.
- Apply quantitative, qualitative, and visual analysis to understand complex problems and communicate possible solutions clearly.
- Support discovery activities, problem definition, solution framing, and visualisation of workflows, concepts, user journeys and UI ideas.
- Translate business and regulatory needs into structured requirements and backlog inputs.
- Create user interface mock-ups, diagrams, process flows, and other visual artefacts that make complex problems easier to understand and guide front-end development.
- Use and continuously improve the company’s approved AI tools to support the business analysis process, including meeting note analysis, requirements gathering, use-case creation, UI specification, documentation, and insight generation to enhance quality and speed of output.
- Prepare product artefacts to support governance and decision-making.
- Support product committee submissions and evidence packs.
- Shadow the Head of Product Office in prioritisation, trade-off, and governance decisions.
- Where applicable, take ownership of defined technology features, products or components.
- Provide input into prioritisation of product backlogs within agreed guardrails.
- Engage stakeholders across Technology, Operations, Compliance, Proposition and Distribution.
- Ensure delivery outcomes align to product intent and business value.
- Assist with demos, documentation and rollout of new features and products.
- Assist with the definition and measurement of success of the feature or product that is analysed.
What Success Looks Like
- Strong understanding of the company’s products, asset management concepts, investment processes, and operating context.
- Sound judgement in balancing commercial, operational, and regulatory needs.
- Increasing independence in analysis, requirements shaping, AI-assisted artefact generation, product decision-making and prioritisation.
- Respected and trusted by members of the PO team as well as teams with whom we collaborate.
Experience
- 3–5 years of experience in analytical, product, investment, consulting, engineering, technology, or related problem-solving roles.
- Meaningful exposure to financial services, asset management, investments, portfolio construction, investment platforms, or similar regulated environments is strongly preferred.
- Experience using various AI tools for analysis, summarisation, requirements generation, prototyping, UI specification, or documentation is advantageous.
- Experience with or working knowledge of IT / software development / database structures will be beneficial.
- Experience of working in agile / scrum environments alongside software developers.
Education Qualifications
- At a minimum, an undergraduate degree in a discipline that demonstrates strong analytical, quantitative, visualisation, and problem-solving capability, such as engineering, analytical sciences, mathematics, statistics, actuarial science, computer science, information systems, finance, economics, or a related commercial discipline.
- A financial, investment, asset management, or quantitative component, either as part of the degree or as a post-graduate course, is strongly preferred.
- Strong academic track record showing consistent performance.
- Additional investment, product, data, technology, or financial qualifications such as CFA, CA(SA), CPA, actuarial, data science, or UX/product-related qualifications would be beneficial.
- Culture and personality fit are critical. PortfolioMetrix is a dynamic business that retains a strong entrepreneurial spirit and has a driven, team-oriented culture.
- Strong asset management and investment-domain knowledge is important, including instruments such as equities, bonds, property and cash; asset allocation; risk and return; efficient frontiers; portfolios; model portfolios; funds; and investment platforms.
- Knowledge of the financial advice process is highly preferable, including financial personality/risk appetite assessment, cashflow modelling, suitability, tax, retirement and estate planning, compliance, portfolio construction, investment via a platform, and regular performance reporting.
- Curiosity, experience with, and willingness to experiment with AI tools to improve analysis, requirements development, prototyping, documentation, and communication are a strong advantage.
- Ability to structure ambiguous problems, identify the core issue, visualise options, and convert thinking into clear requirements, use cases, and product artefacts; prior formal business analysis experience is not strictly required.
- Strong problem-solving ability, including the ability to break complex issues into components, evaluate trade-offs, and make the reasoning visible to others.
- Strategy execution – the ability to translate strategy into coherent products that align with the product roadmap.
- Inter-personal skills to collaborate effectively with colleagues, advisers and third-party product providers. Project management knowledge and skills are preferable, however while delivery awareness and coordination are important, this role does not carry project management accountability – its focus is on product quality, value, and decision support.
- Foster an open and constructive environment where colleagues are excited to brainstorm, visualise ideas, challenge assumptions, and narrow options without discouraging contribution.
- Strong at prototyping, sketching, diagramming, and working up the strongest ideas to play back to the company.
- Ability to present and defend solutions in group settings using clear reasoning, visual artefacts, and evidence.
- Demonstrated ability to grow into a decision-making role.
- Comfortable working with ambiguity and complexity.
- Attention to detail and accuracy of work are very important.
Desired Skills:
- Time Management
- Critical Thinking
- Spreadsheet software
- Judgment and Decision Making
- Active Listening
- Tax preparation software
- Accounting Software